October 5, 2020 •
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Tenancy by the entirety, commonly abbreviated as TBE, is an ownership structure for real estate that's used when the owners are a married couple. Under a TBE arrangement, each spouse owns an equal interest in the property, and the property will transfer seamlessly to the surviving spouse, in the event of one spouse's death.
Read MoreOctober 2, 2020 •
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If you decide to leave assets in a trust for your beneficiaries, consider your designation of trustee carefully. The most important person in the trust framework is the trustee, the one responsible for managing trust assets.
Read MoreOctober 1, 2020 •
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If you have lost your spouse during this time, there are so many issues you must address–funeral arrangements, meeting with lawyers and accountants and dealing with finances. All of this comes on top of dealing with the emotional loss.
Read MoreSeptember 30, 2020 •
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To ensure your estate is settled in the way you want, it's wise to do a bit of extra planning to keep your documents up to date.
Read MoreSeptember 29, 2020 •
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Why wait? A variety of trusts—from SLATs to BDITs, GRATs and more—can help you be proactive in protecting your wealth.
Read MoreSeptember 28, 2020 •
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My aunt recently asked me to be the executor of her will when she dies. I’m flattered that she asked, but I’m not sure what exactly the job entails.
Read MoreSeptember 25, 2020 •
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The distribution of some of our assets can be governed by contracts. Examples of these contracts include life insurance, investment accounts, bank accounts and trusts.
Read MoreSeptember 24, 2020 •
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The list of things you need to do after someone dies can seem endless, especially during a time when you are also grieving.
Read MoreSeptember 23, 2020 •
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Estate planning is a systematic method that manages the personal and financial matters of a person in case of death. The legal document for the necessary plan for death is called the Last Will and Testament, which includes the set of instructions for the condition and distribution of the estates.
Read MoreSeptember 22, 2020 •
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As part of your estate planning, don’t forget to consider a power of attorney.
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